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Transcript of ERP Integrator
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Oracle Enterprise Performance Management
John Zimmer
Senior Solutions Consultant, Enterprise Performance Management
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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not berelied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracles
products remains at the sole discretion of Oracle.
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 3
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Agenda
Enterprise Performance Management
Financial Data Quality Management
Whats New? ERP Integrator! Drill Through Options
Roadmap
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Agenda
Enterprise Performance Management
Financial Data Quality Management
Whats New? ERP Integrator! Drill Through Options
Roadmap
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Enterprise Performance
Management is a Discipline
that Enables Management to:
Linkstrategies to plans and execution,
Monitorfinancial and operational resultsagainst goals, and applying analytics to
Driveenterprise-wide performanceimprovement.
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 6
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Market Pressures Demand Effective
Performance Management
Todays Reality:
Management Processes
Are Fragmented
Lack of business alignment
Low predictability in performance
Inconsistency in businessdecisions
SIX SIGMA
ANALYZE
PERFORMANCE
GOAL
SETTING
SCORECARDS FINANCIAL
REPORTING
FINANCIAL
MODELING
VARIANCE
ANALYSIS
ROLLING
FORECAST
OPERATIONAL
PLANNING
MONITOR
RESULTS
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 7
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Oracle EPM Connects Management Processes
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 8
Common Integration & AnalysisData Quality and Consistent Dimensions
Common Reporting & Interaction
Strategic Planning
Financial Close
Planning & Forecasting
Profitability Management
Excel
XML
Other
Systems
Oracle, JDE, Siebel,PeopleSoft, SAP, Custom
Data WarehouseData Mart
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Agenda
Enterprise Performance Management
Financial Data Quality Management
Whats New? ERP Integrator!
Drill Through Options
Roadmap
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 10
Financial Data Quality Differentiated
Hyper ion Financial Data Qual i ty Management(FDM)helps finance usersincrease their confidence in the numbers and lowers their cost of compliance byeliminating data integrity risks associated with collecting, mapping, validating, andmoving critical financial data from across the enterprise.
Financial data quality management is a business issue, andis defined as the practice by which companies can effectivelyand consistently combine the following four factors:
Financial data collection and transformation
Repeatable financial processes Internal controls
Audit trails with dynamic drill through
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 11
Oracle EPM System Delivers Confidence with FDM
Audit Trails Integrate Controls questions
Store current and historicalmapping definitions, docs
Allow dynamic drill through
to source ERP and files
Data Collection
and Transformation Read and interpret GL trialbalance files and ERP
Mapping validation againsttarget system dimensions
Data & meta data integritychecking against data validationrules
Internal Controls
Source financial documentarchival
Prepackaged audit andinternal control reports
Comprehensive role basedsecurity
RepeatableProcesses
Single standard anddefined solution for anytarget application
Standardized database schema
Standard upward data certification process
FDM
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 12Copyright 2009, Oracle and/or its affiliates. All rights reserved.
FDM offers unique ERP Integration for EPM
File
Excel
XML
Other
Systems
Oracle EBS,PeopleSoft, SAP R/3
Data Warehouse
Data Mart
FDMStrategic Planning
Financial Close
Planning & Forecasting
Profitability Management
EPM WorkSpace
Financial Reports
SmartView
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 13
Oracles Hyperion Financial Data Quality
Management Benefits
Confidence in the numbers Hyperion FDM provides robust audittrails from source systems to target and back, with robust validationcapabilities, providing transparency into the numbers
Decrease cost of compliance Hyperion FDM with its internal controlchecks over the process ensure adherence to company policies andprocedures, enhancing controls while lowering costs
Speed and agility Improve the EPM cycle by days with a Finance
owned and maintained application that is quick to implement andsupports a simple, easy to follow, repeatable process
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Invalid Dimension Map Problems are identified
for easy correction. FDM allows for simple or
complex cross-dimensional and conditionalmapping of data.
Smart Dimensional Mapping
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 14
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End users are given feedback on the
quality, accuracy, and completeness
of the data that they loaded to HFM,
so they are accountable, and can
participate in the data integrity
management process. Additional
adjustment data may be loaded via
flat or Excel files.
User Driven Data Validation Rules
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Agenda
Enterprise Performance Management
Financial Data Quality Management
Whats New? ERP Integrator! Drill Through Options
Roadmap
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 17Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Introduction of
FDM ERP Integrator
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 18
FDM ERP Integrator Use Cases
Mapping GL metadata to EPM applications Loading GL data directly to EPM applications
Auditing data by drilling through to details
Loading HR information to EPM application (future)
Writing data like HR positions, budgets and journals
back to the ERP system (future)
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 19Copyright 2009, Oracle and/or its affiliates. All rights reserved.
FDM ERP Integrator Benefits
Simple, pre-packaged approach to ERP to EPMintegration
Allows you to focus on the EPM application instead of
the pain of integration
Business user driven configuration and management Increased confidence in data and integration process
Direct integration with ERP Sources
Oracle EBS GL 11.5.10 cu2, 12.0.6, 12.1.1
PeopleSoft Enterprise GL 9.0
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 20
FDM ERP Integrator Process
E-Business
Suite
Data Sources
PeopleSoft
E-Business
Suite
SAP (data onlythrough FDM)
File-based data
XLS, Text, XML
Data &
Metadata
FDM ERPI
Staging DB
EPMA
FDM
ODI
EPM
HFM
HPL
ESS (EPMAwith no
drill)
Data &
Drill-back
Reporting
SmartView
FR
Data &
Metadata
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 21
Example: From
EBS to PlanningUsing FDM ERP
Integrator
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 22Copyright 2009, Oracle and/or its affiliates. All rights reserved.
New Option under the EPM Workspace
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 23Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Map EBS Segments to Planning Dimensions
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 24Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Define Calendar Mapping
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 25Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Configure Data Rule
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 26Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Review Data in Planning
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 27Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Drill Through to FDM ERP Integrator
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 28Copyright 2009, Oracle and/or its affiliates. All rights reserved.
Drill Through to EBS Account Balances Page
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Copyright 2009, Oracle and/or its affiliates. All rights reserved. 29
Agenda
Enterprise Performance Management
Financial Data Quality Management
Whats New? ERP Integrator!
Drill Through Options
Roadmap
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Drill Through from Hyperion Financial Management
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Agenda
Enterprise Performance Management
Financial Data Quality Management
Whats New? ERP Integrator!
Drill Through Options
Roadmap
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The preceding is intended to outline our generalproduct direction. It is intended for information
purposes only, and may not be incorporated into anycontract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.The development, release, and timing of any
features or functionality described for Oraclesproducts remains at the sole discretion of Oracle.
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 52
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Features We Are Working on Now
EPM Innovation Improved ERP Integrator support for Classic Essbase Financial Close Manager support
Source Integration PeopleSoft HR 9.0 to Public Sector Budgeting Write-back of Planning budgets to EBS and PeopleSoft
Market Leading Usability Localization
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 53
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Roadmap Items On Deck
Source Integration JD Edwards GL support PeopleSoft GL and HR 8.9 and 9.1 support E-Business Suite HR 11 and 12 support
SAP GL Integration Enhancements Write-back of HFM journals to GL and HR data Rule-based metadata property setting during load
Market Leading Usability
FDM and ERPI UI rewrite in Workspace
Copyright 2009, Oracle and/or its affiliates. All rights reserved. 54
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